2023 Form 5500 filing — Unitedhealth Group Ventures 401(K) Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731183225NAL0034914496001) for Unitedhealth Group Ventures 401(K) Retirement Plan, reported by Unitedhealth Group Ventures, LLC under EIN 46-3311984 and plan number 001. It reports 2,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$41.2MReported net assets$41,178,428
Participants2.3K2,292
Provider compensation$72.6K3 Schedule C row(s)$72,625
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731183225NAL0034914496001
Plan sponsor
Unitedhealth Group Ventures, LLC
EIN
46-3311984
Plan number
001
Location
Minnetonka, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$41.2M total assets
Net assets$41.2MLiabilities$0
Money in vs. money out
Total income / additions$15.2M
Total expenses$6.9M
Benefits paid / distributions$6.8M
Contributions
Employer$1.7M
Participant$5.3M
Full reported line items
Total assets (EOY)
$41,178,428
Total liabilities (EOY)
$0
Net assets (EOY)
$41,178,428
Employer contributions
$1,722,566
Participant contributions
$5,285,046
Total income / additions
$15,192,742
Benefits paid
$6,822,310
Administrative expenses
$72,472
Total expenses
$6,896,844
Net increase / (decrease)
$8,295,898
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $55.3K · Indirect $0
  2. 2
    ACOUNTANT/AUDITOR · Direct $14.8K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $2.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731183225NAL0034914496001 cover?
It is the 2023 Form 5500 filing for Unitedhealth Group Ventures 401(K) Retirement Plan, reported by Unitedhealth Group Ventures, LLC (EIN 46-3311984).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages